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Equitable Holdings
EQH

Overview Fund Activity

576 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$177M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$109M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$103M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.8M
5
Boston Partners
Boston Partners
Massachusetts
+$83.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$165M
3
Pzena Investment Management
Pzena Investment Management
New York
-$93.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
5
SC
Samlyn Capital
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B -$1.4M -24,913 -0.1%
BlackRock
2
BlackRock
New York
$1.67B -$28.8M -513,014 -2%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$988M -$64.7M -1,152,590 -6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$940M -$165M -2,946,571 -15%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$720M +$109M +1,951,121 +18%
Norges Bank
6
Norges Bank
Norway
$703M +$703M +12,532,256 New
State Street
7
State Street
Massachusetts
$692M -$29M -516,085 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$416M +$86.8M +1,551,551 +26%
Capital International Investors
9
Capital International Investors
California
$413M +$177M +3,147,729 +75%
Invesco
10
Invesco
Georgia
$380M -$9.96M -177,612 -3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$308M +$70.4M +1,254,521 +30%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$292M -$32.9M -585,763 -10%
CM
13
Conifer Management
New York
$281M – – –
TIM
14
Thornburg Investment Management
New Mexico
$272M – – –
Northern Trust
15
Northern Trust
Illinois
$244M +$7.47M +133,169 +3%
Pzena Investment Management
16
Pzena Investment Management
New York
$238M -$93.2M -1,661,147 -28%
Morgan Stanley
17
Morgan Stanley
New York
$236M +$28.4M +505,422 +14%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$224M -$2.37M -42,204 -1%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$223M +$34.5M +615,314 +18%
Boston Partners
20
Boston Partners
Massachusetts
$200M +$83.4M +1,486,286 +71%
Goldman Sachs
21
Goldman Sachs
New York
$192M +$61.1M +1,089,182 +47%
UBS AM
22
UBS AM
Illinois
$171M +$26.2M +466,418 +18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$169M -$1.33M -23,648 -0.8%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$165M -$7.14M -127,195 -4%
First Trust Advisors
25
First Trust Advisors
Illinois
$156M -$15.2M -270,273 -9%
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